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Sales Operations Analyst
Why this is a great job
It’s a company in an un-sexy industry, but with sexy growth and this role would put you right smack dab in the middle of the all-important revenue-generating function.
The nitty gritty
In case this isn't obvious: you need insurance. The distaste you just felt at the word “insurance” is what drives us to upend the industry. Financial protection might never be super fun, but at least it can be easy.
Policygenius is a NYC-based tech startup with a mission to help people get the financial protection they need and have them feel good about it. We are changing a massive industry by making insurance shopping faster, friendlier and more transparent for online consumers. Since our launch in 2014, we’ve achieved rapid growth in a notoriously difficult industry and established ourselves as a pioneer in a now hot sector of FinTech. We're at an exciting inflection point, having raised over $52 million of venture capital, and we're focused on building out our powerhouse team. Think of us as a one-stop-shop for all the financial protection you’ll ever need.
The role…
Do you want to be a part of a world class operations organization where your work will influence the trajectory of a business? Are you passionate about finding insights from data and turning them into action to shape all parts of a business? In the Business Operations Analyst role, you will focus on data analysis and reporting to impact both day-to-day business as well as key strategic initiatives within the Operations organization. You will work closely with business stakeholders to deliver data-driven solutions while also partnering with Operations leadership to understand and implement key improvements to processes. This role reports to the Director, Business Operations.
You will...
Analyze both real-time and historical sales data to identify opportunities to maximize efficiency and improve performance of our Inside Sales team
Evaluate and interpret call data to identify trends that signal new opportunities, challenges, and dangers and recommend actionable sales processes and tactics
Create workforce management plans including forecasting, scheduling, tracking, monitoring and reporting daily and monthly statistics; track progress of sales reps against targets and compensation plans
Identify, track and report on key operating metrics
Manage our phone system software (currently Five9); implement new call campaigns to maximize customer contact, monitor performance and resolve issues
Collaborate closely with the Inside Sales managers to continuously maximize the number of customers we reach on the phone
Serve as the main point of contact and escalation for Five9 to resolve process and/or system issues
Develop and implement policies and procedures across marketing, sales, product and operations teams to ensure data integrity and cleanliness of the CRM
Serve as an advocate for the sales team by balancing team needs with operating targets and expectations
You have...
3+ years of experience in Sales Operations, Business Operations or a related field; experience in a high volume contact center preferred
Deep knowledge of Five9 software or comparable dialer system to program and test calling campaigns
Exceptional communication skills paired with strong business insight
Comfortable operating in a startup or other complex, fast-paced environment
Strong analytical and problem-solving skills
Experience with project management
A go-getter attitude; willing to be proactive and take on new projects and responsibilities
Appreciation for a well-placed gif!!
You’ll get…
Competitive compensation and company-paid health, dental, vision, life, and disability insurance
A custom-designed office between Flatiron and Union Square
401k plan, FSA & commuter benefits
Opportunities for paid training, mentorship and coaching from leadership
The opportunity to say you were one of the early employees in the company that’s going to shake up a big, old-fashioned industry!
FUN, diverse, open-minded coworkers!
Dog companionship!!
Some fun surprises when you join… (Shhh… It’s a secret!)
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